Account Access System
Principal Trust's Account Access System is an online interface between our financial institution partners and our mainframe computer. Account Access allows our partners to look up customer account information for IRAs and other self-directed retirement plans being held by Principal Trust. Information available includes:
- Customer Information
- Account number and demographics
- Plan type and social security number
- Beneficiary Information
- Recent Distributions and Contributions
- Current Account Activity
- Government Reporting
- View and print forms
- And more!
We invite you to take a brief online tour of the features and functions of the site. If you have questions or would like to learn more about Principal Trust's Account Access System, please contact Lisa Hurst, Relationship Manager, at 302.993.8515 or via e-mail at hurst.lisa@principaltrust.com
